Bo Yan

@erchenlu1 上个月花了公司$3000 on Cursor.

现在那些 all in 半导体和 AI 股，幻想靠一轮行情暴富的人，真的想过一个问题吗？ 你每个月花 25 美元充值 ChatGPT 或 Claude会员，却能调用几百次、上千次。 这些公司真的在你身上赚钱吗？ 还是靠巨额算力、服务器、芯片和工程成本，在补贴你的每一次提问？ 如果理解这一点，就会看到这轮 AI 叙事里一个很深的隐患。用户增长是真的，技术进步是真的，需求爆发也是真的；但商业模式是否跑通，利润能否覆盖成本，估值提前透支了多少未来现金流，远远没有答案。 你以为自己买的是未来，可能买到的是已经被提前透支很多年的价格。 一旦某个时间转折点到来，资金、叙事和预期同时反向，很多行情就会开始急速反噬。

@GordonGChang Gordon-retard-Chang, never fails to entertain

“Oops”? China not buying Nvidia’s chips is a win for America. Why should we help an enemy compete against us in the critical race for AI supremacy?

@hackbearterry It’s a retarded y-axis

有點可怕😧中國房地產真的有跌這麼慘嗎？有沒有本地的小夥伴可以confirm

@denisewu As Nvidia shareholder I feel enraged to see Nvidia market share getting annihilated in China.

I feel sorry for Chinese engineers who realize their intellectual property belongs to the state, not to them, after the Manus order. 🥲

@ChrisRMcGuire bitch ass retarded logic

After China's cancellation of Meta's purchase of Manus, why would any founder start an AI company in China if they had a choice? In China you have access to less compute, less capital, and salaries are lower than in the West. And if you are so successful that a non-Chinese firm tries to acquire you for billions of dollars, the Chinese government will lure you back to Beijing, ban you from leaving the country, and take your profits by canceling the acquisition. Manus did everything right. They even moved their entire business to Singapore to comply with U.S. outbound investment restrictions. Their only mistake was that they originally founded the company in China. It's not even clear what it means for China to force Meta to unwind the transaction. Is it going to force Manus's researchers to return to China and place exit bans on them too? Is it going to force Manus's founders and shareholders to pay back $2 billion to Meta? This is what happens when you regulate by fiat rather than rule of law. Ultimately, this is a much larger defeat for the Chinese AI ecosystem than for the United States. Meta will be fine without Manus. But Chinese nationals looking to found AI companies will increasingly just start them overseas. The message from the Chinese government here is that every AI company founded in China will forever remain subject to Chinese government regulatory pressure and manipulation, regardless of its legal status or location. Lastly, given the Chinese government clearly believes that the US and Chinese AI ecosystems should be completely separate, we should stop helping their ecosystem succeed! China's AI companies remain extremely reliant on US compute, AI models, and chipmaking tools. If we tighten the screws on China's access to US tech, the Chinese ecosystem will be even less attractive to founders, and more will just start companies overseas.

@ShengXue_ca Cry a river you jealous bitch.

看到许多推主高度赞美白宫记者协会（WHCA）主席姜维嘉，说她在昨晚在白宫记者协会晚宴突发枪击事件时，表现的“超级镇静，从容发声，勇敢应对……” 看了视频，感觉事实完全相反🤔…… 枪击发生前，姜维嘉和和川普总统说话中，可以清楚看到她的做派，指手画脚、搔首弄姿，对一个老人毫无尊重，没有基本的公共场合礼仪…。她沉浸在自己的展示中，完全没有意识到有人开枪。 当她明白过来后，慌慌张张、夺路而逃（曹常青先生说她撞倒了前面的川普总统），然后是爬着出去的。 在整个过程看到唯一爬出会场的人……。 关于她的其它我现在来不及说了，因为世界香港论坛轮到我发言了🙏

@whyyoutouzhele 夹了📱

@whyyoutouzhele 左手手肘夹了东西。 不半蹲东西会掉

4月22日，鸿蒙智行举行新品发布会上，余承东坐在椅子上休息，一名助理掏出一瓶水拧开瓶盖，半蹲着递给余承东，余承东喝了一口后，助理又半蹲着接过水。

@KrishnanNayar1 @CNBCTV18News What a retarded understanding

India is a democracy unlike China. Indian governments have to pay attention to people in the country even when they block economic progress. They cannot just sweep blocking interest groups aside as the Chinese government can. India will therefore go more slowly than China. It will make progress but not as fast as we would all like.

‘India and China had the same per capita GDP in 1990. Today, China is 5X ahead.’ So what went wrong? On Young Turks Reloaded, Co-founder of TeamLease and Co-author of Made In India, Manish Sabharwal delivers a blunt reality check - ‘The most embarrassing number about India? 35 years after 1991, 45% of our labour force still works on farms.’ But here’s the twist - Manufacturing alone won’t fix it. ‘We will never have 28%-45% of our workforce in factories.’ The real battleground? ‘We don’t have a shortage of land, labour or capital, we have a problem in how they combine.’ And it starts early: 📚 Nearly half of India’s children depend on government schools - where quality remains deeply inconsistent 🌏 In contrast, only 5% in Japan, 10% in the UK and 15% in the US go to private schools - because public education works ‘If anything should be free and high-quality, it is school education.’ The takeaway: China didn’t win because of communism, it won because it unleashed entrepreneurship. India’s path? Fix education. Unlock entrepreneurs. Catch the full show - youtube.com/watch?v=4q3cc9… @ShereenBhan

@chris_j_paxton That’s why Unitree h1 didn’t win. The winner team had implemented real innovative liquid cool solution with a shaftless Pump that can reach 20,000rpm.

Dry ice spilling out the back. Extreme measures taken for cooling to do the marathon. This is part of why I am confident this sort of event leads to real innovation

@toshio_tamogami what a retarded understanding of the situation. Japan is getting irrelevant because regards like you.

中国経済の崩壊は日本のマスコミではあまり出てこないが酷い状況のようだ。2020年以降の5年で外資は90％撤退、日本もソニー、パナソニック、イトーヨーカ堂など多くの企業がすでに撤退しているが、今度は日本第2位の自動車メーカー、本田技研工業が広州と武漢の2つのガソリン車工場を閉鎖する。本田は2020年に中国販売台数が162万7千台の過去最高を記録して以降、5年連続で減少が続いており、2025年は64万5千台に落ち込んだ。世界の工場と言われた中国の時代は終わった。

@k9_lilian @Konekoutena 会被苏联碾压的 没有占住的可能性

@Konekoutena 非常同意。如果战争这把凶器一定要用以博取利益，至少要学会止盈。不过这跟炒股一样，反人性。 日本如果当时就止盈在东三省，那是全中国最好的地，而且当时还有出海口，加上大庆油田，日本今非昔比。也算是我们运气好躲过一劫。

当时中国是分裂状态，除了蒋介石和共产党以外还有各种大大小小的军阀，这些军阀背后的列强都不一样，有亲日的有反日的。当时蒋介石比较反日，在搞抵制日货。所以日本想要用武力威赫一下，逼蒋介石签一个不平等条约，好把日货卖到中国来。当时军部没有想和中国打全面战争，中国虽然弱但太大了，和中国打全面战争得不偿失。结果下级军官鲁莽不知道分寸，打进了南京搞出了大屠杀，就彻底撕破脸了。在日本和中国死磕之后，国内的经济就被迫全部为战争机器服务，之前发展起来的轻工业全毁了。更致命的是能源和原材料就只能全面依赖美国，结果被美国趁火打劫，最后被逼到偷袭珍珠港。日本就是这样一步步把自己的战略空间全走没了的。日中战争可以说是日本近代最大的愚蠢决策。现在高市好像还想历史重演，和中国对抗没有好处，然后美国还在背后坐收渔利。更何况现在中国实力早就今非昔比了。

@cuichenghao read this carefully if you understand English. You are too retarded for this era. Go back to North Korea you fit better there. x.com/frankluntz/sta…

日前，日本著名跑车GTR之父田村宏志参观小鹏汽车，仔细观察后，面露奇怪表情。有网友评价：大概相当于李白看了贾浅浅的诗。

@cuichenghao 看不懂正常， 要是能想明白，日产就不会这么烂了

@cskun1989 吃屎也要趁热

中国媒体常常把国产军工产品吹得天花乱坠，近年来中国军工产品在国际市场上凭借“高参数、低价格”也赚足了眼球，但在俄乌战场、巴印冲突、委内瑞拉和伊朗的实战表现，却像是一盆冷水，浇灭了宣传中的虚火。那些吹嘘中国军事实力可以跟美国叫板的媒体和专家，该闭闭嘴了。

@wholemars Without providing a single reason lol

a member of the OpenAI staff has commented, calling Adcock’s recollection “not true”

Lol. This guy is such a bullshitter. "We fired them because we were running circles around them". Sure. You made an empty announcement to generate hype and raise money. Then you realized you had partnered with your competitor.

@wholemars Figure fired OpenAI after they started their own humanoids program. They started hiring ME and EE for robot on LinkedIn. You have no clue the how big the gap between Optimus AI team and Helix AI team.

@TaraBull Bitch is retarded

Ok this is interesting 🤔

@York_0831 @techweijunior 美国绿卡都不能给中国半导体公司工作 更不用说打包把公司卖给中国

@techweijunior 支持国内技术创业者奔向自由

2012年美国各大科技公司市值大概是 苹果6000亿 谷歌2300亿 微软2500亿 英伟达80亿 AMD 20亿 intel 1250亿 亚马逊 1100亿 而中国的外汇储备超过3万亿美金，足可以将上面所有企业一起打包收购，但中国连它们任何一家企业的1％股份都买不了，只能去买美国国债。 所以，管manus这事儿，难道不天经地义吗？